Unclaimed Profile

David Lawrence Conover

EVERBANK WEALTH MANAGEMENT, INC.·JACKSONVILLE, Florida

SIE, Series 7, Series 8, Series 24, Series 63, Series 65, Series 66Clean record27 years registeredEVERBANK WEALTH MANAGEMENT, INC.

301 W. BAY STREET, JACKSONVILLE, FL 32202CRD# 2270362Firm CRD# 154237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lawrence Conover · JACKSONVILLE, FL

Registration

CRD #2270362 · EVERBANK WEALTH MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVERBANK WEALTH MANAGEMENT, INC.

EVERBANK WEALTH MANAGEMENT

Apr 2011 – Feb 2018

JACKSONVILLE, FL

WACHOVIA SECURITIES, LLC

Jun 2004 – Jun 2004

JACKSONVILLE, FL

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Dec 1998 – Sep 2003

FORT WAYNE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · December 15, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERBANK WEALTH MANAGEMENT, INC.

CRD 154237 · SEC 801-71589

AUM

$118M

Regulatory assets under management

Employees

193 client accounts

Services offered by EVERBANK WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EVERBANK WEALTH MANAGEMENT, INC. →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Florida or claim this profile if it's yours.

Browse JACKSONVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Lawrence Conover offer?

David Lawrence Conover specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are David Lawrence Conover's credentials?

David Lawrence Conover is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lawrence Conover located?

David Lawrence Conover is based in JACKSONVILLE, Florida, last registered with EVERBANK WEALTH MANAGEMENT, INC..

How does David Lawrence Conover charge for services?

David Lawrence Conover's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERBANK WEALTH MANAGEMENT, INC.?

EVERBANK WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →